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Sarah Michelle Martin

J. W. Cole Advisors, Inc.

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About Sarah Michelle Martin

Sarah Michelle Martin is an investment advisor representative currently registered with J. W. Cole Advisors, Inc. in Colorado. Sarah holds a Series 65 license and specializes in financial planning, portfolio management, and educational seminars. Sarah has been in the financial services industry since 2014, and has held previous roles at Wounded Warrior Project, Pikes Peak Community College and Starbucks. Sarah is also an owner of SMMartin LLC and a client relationship specialist for Integrated Financial Wellness. Sarah is passionate about helping individuals and families achieve their financial goals.

Firm Information

Sarah Martin is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Martin’s Registration & Firm History

FL

08/15/2022 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

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Licenses & Designations

IA

Issued 06/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Michelle Martin.
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